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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DOLLAR GEN CORP NEW COM 256677105   2,542,945 18,705 SH   SOLE   18,705 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,060,253 6,985 SH   SOLE   6,985 0 0
FRESHPET INC COM 358039105   7,445,917 85,822 SH   SOLE   85,822 0 0
LAM RESEARCH CORP COM 512807108   8,796,793 11,231 SH   SOLE   11,231 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   6,502,577 751,743 SH   SOLE   751,743 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   586,047 20,484 SH   SOLE   20,484 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   8,572,983 597,837 SH   SOLE   597,837 0 0
VERALTO CORP COM SHS 92338C103   1,309,497 15,919 SH   SOLE   15,919 0 0